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Jay Berger, CFP®

Independent Wealth Management, LLC

236 1/2 East Front Street
Suite 18
Traverse City, MI 49684-2526
Phone: (231) 929-1086
Fax: (231) 346-5959

Toll-free: (888) 929-1086

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Household Income Minimum: $0
Investable Asset Minimum: $150,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Retirement
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.